THE CASH BALANCE AUTHORITY

We are an expert team of retirement plan professionals and actuaries helping our clients succeed with innovative tax-efficient Cash Balance retirement plans.

Founded in 1977, we designed our first Cash Balance plan in 1989 have grown into the nation’s Cash Balance leader, now administering retirement plans for more than 1,200 companies from coast to coast. Our unique service model combined with innovative design and expert plan administration turns our clients into raving fans.

While we are experts in designing and administering all types of retirement plans, we are renowned for our Cash Balance plan expertise. We offer extensive training, education and support on Cash Balance retirement plans to our clients and to an extensive network of financial advisors and TPA partners.

Kravitz headquarters are located in Los Angeles, with regional offices in New York, Chicago, and Atlanta, and satellite offices in 9 other cities. We service clients in all 50 states.